The Do's and Don'ts of Serving as a Successor Trustee
Have you selected the person or entity to be in charge of your estate and trust when you die? Will you select a family member, a friend, or a trust company? What are the pros and cons of each?
Join Landon Long, Senior Attorney with Evans & Davis, to hear about the practical side of serving as a Successor Trustee for your loved ones.
One of the major aspects of any estate plan is planning for your incapacity or death. Selecting the proper parties to control your estate or trust is critical.
The Webinar Will Teach The Successor Trustee How To:
- Handle first steps after the incapacity or death of a loved one;
- Access funds in the trust;
- Pay debts;
- Resolve disputes;
- Provide a successful transition of wealth for your family
If you have not set up a trust or an estate plan yet, this event will also help you in selecting the correct Successor Trustee for your family’s unique situation.
Please feel free to invite your loved ones that will be involved in your estate plan.